Wealth Management Administrator — Office-based with Excellent Benefits

Yorkshire Ltd; United Kingdom; Remote; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Discretionary bonus

Excellent benefits

Job summary

FindCore in Wetherby, West Yorkshire, is hiring a Wealth Management Administrator to support Financial Planners and clients across a broad range of products. This is a permanent, full-time, office-based role offering career stability within an award-winning advisory business.

The successful candidate will provide administrative support, manage client communications, file and document handling, and assist with compliance and regulatory tasks.

Responsibilities

• Provide administrative support to Financial Planners and their clients across a broad range of financial planning products.

Job description

FindCore in Wetherby, West Yorkshire, is hiring a Wealth Management Administrator to support Financial Planners and clients across a broad range of products. This is a permanent, full-time, office-based role offering career stability within an award-winning advisory business.

The successful candidate will provide administrative support, manage client communications, file and document handling, and assist with compliance and regulatory tasks.